See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,694 | $95,880-26.3% | $107,525-34.3% | $85,563-17.4% |
| Participation rate | 50.5% | 70.1%-19.6pp | 75.1%-24.5pp | 66.0%-15.4pp |
| Annual return | 19.63% | 68.06%-48.4pp | 181.32%-161.7pp | 31.51%-11.9pp |
| Employer contribution / active EE | $2,737 | $3,812-28.2% | $3,754-27.1% | $2,654+3.1% |
| Participant deferral / active EE | $4,306 | $4,201+2.5% | $5,116-15.8% | $4,375-1.6% |
| Admin fee / account holder | $42 | $1,025-95.9% | $8,919-99.5% | $834-94.9% |